CFP Board

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.

The growing and varying areas of study are rising in adoption across the industry, long after pioneers first dispelled the myth that investing is just about numbers.

His embrace of volatile cryptocurrencies for mainstream investors is a major shift from the cautious world of fiduciary advice that’s synonymous with his namesake firm.

The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.

Adjustments to the organization’s sanction guidelines and procedural rules are the latest step in its ongoing enforcement overhaul.

The nonprofit is serious about weeding out bad actors among CFP holders, writes Tom Sporkin, the official hired to run its compliance efforts.

The nonprofit's response to the scathing criticism of the Independent Task Force on Enforcement was to protect its own executives at the expense of benefiting investors, writes Allan Roth.

RBC names new complex directors, Commonwealth added a $200 million team, an ex-advisor is serving 33 months for elder fraud, and other news from the week in financial advice.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

The change will affect continuing education immediately and certification examinations starting in March 2022.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.

A new committee staffed by CFP pros and others is tasked with refreshing what consequences advisors will face for failing to comply with the board’s standards.

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.

One thing was made clear at the annual event: There’s more work to be done.

Necessary new approaches include better cultural understanding, more flexibility for new entrants and more outreach, advisors and executives say.